A globally dispersed team committed to redefining the client experience and pushing the boundaries of what's possible in virtual CPA accounting.
Greg O'Brien is the Co-CEO of Anomaly, focusing on complex planning issues for the company's clients and helping lead the operations and growth. Greg founded Anomaly CPA to specialize in working with entrepreneurial clients who own startups, small businesses, and real estate investors growing into more complex tax and financial issues. His experience includes advanced tax planning and business advisory for a wide array of individuals, start ups and real estate investors. In 2020, Greg was named a Top 5 National Finalist for the Tax Planner of the Year by the AICTC, from a pool of over 850 qualified Tax Planners from across the US and Greg was named the #1 Tax Strategist in the United States by the AICTC in 2023. Specifically, Greg has been a pioneer in working to educate other CPAs and tax accountants on Short Term Rental Taxation and the so called "short term rental loophole". He has a strong passion for being a positive change agent in CPA industry and helping mentor new firm owners.
Based in Boston, he focuses on clients with unique and challenging situations not only in the greater Boston area, but throughout the country. His passion to grow a team virtually has allowed the company to service clients not only in the US, but in other countries as well! Greg graduated from Bentley University in Waltham, Massachusetts in 2011 with a Bachelor of Science in Accounting where he competed outside the classroom on the gridiron. Greg earned Northeast 10 All Conference honors and captained his team during his senior season along with Co-CEO John Malone. After completing his undergraduate studies, he went on to graduate school and received his Master's Degree in Taxation from Bentley. His professional experience includes working for public accounting firms as well as in privately held companies. Throughout his career, Greg has developed a strong passion for helping individuals and small businesses navigate their most complex challenges. He is a strong believer in entrepreneurship and has a passion for studying successful entrepreneurs in all industries. Outside of the firm, Greg is an avid (and spoiled) Boston sports fan, CrossFit enthusiast, podcast junkie and enjoys spending time with his family and friends.
Bentley University, B.S. Accountancy
Bentley University, M.S. Taxation
CPA - Massachusetts
Greg O'Brien is the Co-CEO of Anomaly, focusing on complex planning issues for the company's clients and helping lead the operations and growth.
John Malone is the Co-CEO of Anomaly. He focuses on complex client issues as well as leads the company's operations and management team. John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.
John is dialed in on his clients’ futures, centering his approach around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planners. Along with Co-CEO Greg O'Brien, John has been instrumental in educating other tax accountants in Short Term Rental Taxation and the so called "short term rental loophole". With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2022 by the Massachusetts Super Lawyers Magazine. John understands the drive behind entrepreneurs and their startup ventures. He maintained a full-time job while attending Suffolk University Law School in the evenings after graduating Cum Laude with a Bachelor of Science in Economics & Finance from Bentley University, where he captained the University's Division 2 football team. John remains professionally and personally driven in all aspects of his life today. He is dedicated to his family, health and fitness, and all things Boston sports.
Bentley University, B.S. Economics & Finance
Suffolk University Law School, J.D.
Lawyer - Massachusetts
John Malone is the Co-CEO of Anomaly, focusing on complex client issues as well as leading the company's operations and management team.
Jenni graduated from the University of Wisconsin with a BA in communications and went on to the University of Wisconsin - Milwaukee and earned an MS in Accounting. After graduating she worked for Arthur Andersen in the State and Local Tax Department. After leaving, she worked in the corporate tax world for a few more years before taking some time away from work to start a family. When all 4 kids, three boys and one girl, were in grade school she decided to reenter the workforce at a small local accounting firm. This is where her passion to work with small businesses began.
Jenni enjoys working with small businesses because she knows how important it is for a business to have an accurate set of books and to timely file their taxes. She likes to build a solid and trusting relationship with her clients so they will trust her with the finances while they use their passion to grow their business. Fall is her favorite time of year, not only does she get to watch her daughter play soccer and her son in the Marching Band, but she also likes to cheer on her favorite football teams with her family. Her two oldest boys are in college now, so she has learned to cheer for the University of Tennessee and the University of Iowa but her heart will always belong to Wisconsin. Go Badgers! Go Pack Go!"
University of Wisconsin, B.S. Communications
University of Wisconsin-Milwaukee, M.S. Accountancy
CPA - Wisconsin
Tom, a University of Massachusetts Amherst graduate with a BA in Accounting, began his career at a Big Four accounting firm. It was here that he earned his CPA license. Driven by a passion for technology and automation within the accounting industry, Tom transitioned to a leading accounting technology startup. This move allowed him to delve into various roles, underscoring his adaptability and forward-thinking approach.
At Anomaly, Tom applies his technical expertise and industry insights to ensure operational efficiency while adeptly managing the company's continuous growth. He's a firm believer in the potential for innovation within the accounting field, aiming to be at the forefront of this transformation. Outside of work, Tom enjoys spending time with his wife and their dog, Jelly Bean. Whether it's a quiet evening at home or an outdoor adventure, these moments provide balance and joy to his busy life. Tom's journey reflects a blend of traditional accounting expertise and a keen eye for technological advancements, making him a unique asset in the ever-evolving world of accounting.
University of Massachusetts Amherst graduate with a BA in Accounting
Michelle is a graduate of Eastern Illinois University with a B.S in Business (accounting emphasis) and subsequently received her MBA, specializing in Forensic Accounting, from Southern New Hampshire University. Michelle is licensed as a certified public accountant in multiple states.
Michelle joined Anomaly as Director of Quality Control & Advisory with over 15 years of tax and accounting experience. She has served many roles in both public and private capacities, within a variety of industries, including manufacturing, construction, not-for-profit, governmental, and many more. Michelle’s broad experiences as a former CFO, auditor, tax preparer, and general business consultant, are valued resources we are excited to offer our clients. Outside of work, Michelle, her husband, and children enjoy being outdoors as well as serving in their community. She is an active member of her church and serves in a variety of roles for community not-for-profits. Baseball is her speed in sports and coming originally from southern California, she is a faithful Dodgers fan.
Eastern Illinois University, B.S. Business, Accountancy Focus
Southern New Hampshire University, M.B.A.
Forensic Accountancy Focus
CPA - Arkansas, Texas, Illinois
Born and raised in Alaska, Rex Hamlett is a seasoned accounting professional with a B.B.A. in Accounting from the University of Alaska. He began his career at a nationally recognized infrastructure construction company and a native corporation with over 19,000 shareholders. Transitioning to public accounting, Rex has accumulated over 16 years of experience, working closely with small business owners and providing expertise in tax and general business accounting.
Rex is a licensed CPA and a member of the American Institute of Certified Public Accountants (AICPA). His extensive knowledge spans real estate, corporate management, cryptocurrencies, and construction. He is particularly skilled in identifying tax-saving strategies, including specializing in short-term rental tax loopholes.
Byron Critides is the Director of Innovation and IT at Anomaly. Byron brings a diverse background in the technology field, including working with tech startups and various accounting firms over the years. In this role, Byron is responsible for creating forward thinking tech efficiencies for both the Anomaly team and our clients. In an industry ripe for innovation, Byron pushes the bounds each day and introduced new, fresh and exciting ideas to save our clients time and money!
Ben is a graduate of Pennsylvania State University with a B.S. in Business (accounting emphasis). Post-graduation, he worked in assurance as a financial statement, federal awards compliance, and employee benefit plan auditor for a nationally and internationally present advisory, tax, and assurance firm. During this time, he also became a licensed certified public accountant. Eventually, Ben transitioned into owning and operating his own accounting practice, focusing mainly on monthly accounting and tax preparation services for small businesses and individuals. He brought this accounting and business experience with him when he joined Anomaly.
Ben excels in weaving new technology into the back office function of innovating businesses. He brings this skill set and acumen to his role as an Operations Specialist where he aids clients in optimizing their accounting functions with technology. Outside of the office, Ben enjoys being active, reading, and spending time with his family and friends as well as rooting for the Penn State Nittany Lions.
Pennsylvania State University, B.S. Business & Accountancy
CPA - Pennsylvania
Giving back to the community and being of service to the public is a passion of Molly’s, whether she is serving the community by working with various outreach programs or local charities.
She is a cum laude graduate of Cal State University of Bakersfield with a Bachelor of Science degree in Business Administration - Marketing. Molly has extensive experience working with CPAs, beginning when she was in college. Molly went on to manage a CPA firm in California prior to joining Anomaly. She will use her experience and managerial skills to ensure she exceeds our client’s expectations for service.
Cal State University of Bakersfield, Cum Laude, B.S. Business Administration & Marketing
Based in Chicago, Lindsay graduated from Illinois State University with a B.S. in Marketing & Economics and Loyola University Chicago with a Master of Social Work. Before joining Anomaly, Lindsay's work experience in print & online media account management, social service project management and client advocacy work led her to an HR & Operations role at a Chicago-based virtual CPA firm. While at that firm, her interest in the tax & accounting industry began and she realized how much she enjoyed working for and working with small businesses. She's excited to be able to use her skills in organizational development and project management to contribute to client and Anomaly team success.
Outside of work, Lindsay loves being a mom, spending time with family and friends and taking her energetic Wheaten Terrier, Bruno, on walks. She's also passionate about health and wellness, loves a good mystery and has a soft spot for animals!
- Illinois State University, B.S. Marketing & Economics
- Loyola University Chicago, M.S.W.
Kim holds a double Master’s in both Healthcare Administration and a MBA in finance. She has worked in the private sector helping clients gain control over their finances, bookkeeping, and advisory services. Additionally, Kim works to continually build business relationships which have the clients best interest in mind while working closely with the client to ensure trust, compliance and clearly set goals for financial success for her clients.
Kim was born and raised in Canada and has been in the USA for 24 years. She has owned her own computer business for 12 years and began her interest in accounting back when paper and an adding machine were the main tools. Outside of work, Kim has a 16 year old son, and has keen interest in children’s welfare having been a CASA (Court Appointed Special Advocate) for four years. She is an avid music listener and enjoys everything from country to hip hop. One of Kim’s hobbies includes collecting baseball cards and refinishing old furniture.
University of Saskatchewan (Canada), B.S.
English Purdue Global University, M.H.A.
Purdue Global University, M.B.A.
Xiaoyu (Monica) Zhao moved from China to the US in pursuit of education in the field of accounting. After obtaining a bachelor’s degree in accounting from Kent State University, she relocated to sunny Tucson so that she could go on to earn a Master of Accounting at the University of Arizona. After extensive experience as a tax associate at a large CPA firm, Monica joined a local accounting firm as a senior accountant, bringing her professional experience and passion to help small business owners in need of tax and financial statement services.
Monica joined Anomaly as an Accounting Project Manager bringing her variety of experience in the accounting field. Monica enjoys organizing complex accounting information and helping business owners develop sound operating strategies. Beyond her professional life, Monica has a fondness for travel. While working towards her master’s degree in Tucson she met her husband and together they completed a life goal of a road trip along Route 66. She would one day like to visit all 50 states.
CPA - Arizona
Kent State University, B. S. Accountancy
University of Arizona, M. S. Taxation
Jasmine Brock currently serves as the Project Tax Manager at Anomaly. Hailing from a small town in Arkansas, she spent her formative years in Austin, Texas. Jasmine comes from a family deeply rooted in small business ownership, particularly in the healthcare sector, providing her with early exposure to the intricacies of the accounting industry.
Her academic journey led her to Texas State University, where she successfully earned three bachelor's degrees in finance, accounting, and management. Beyond her professional pursuits, Jasmine exhibits a profound commitment to community service. During her leisure time, you'll find her actively engaged in teaching local gardening courses, offering mentorship to teenage students, or embarking on travel adventures.
Texas State University, bachelor's degrees in finance, accounting, and management
Katie graduated with a B.S. in Accounting from Marquette University. She believes that small business owners should be focused on what they do best, which is running their business. She also believes that it’s her job is to make it easier for her clients to understand what shape their financials are in to empower them to make decisions for the future.
Outside of work, for the past five years, Katie’s passion project has been coaching middle schoolers in cross country and track.
Irene graduated from Augustana College with a Bachelor of Arts in Accounting with a Minor in Business Administration: Finance. She enjoys managing and maintaining accurate financial statements and information for a variety of clients while also supporting the tax team to ensure tax returns are compliant and completed in a timely manner.
Irene is a detail-oriented accountant specializing in financial reporting, budgeting and forecasting, and tax support.
Jun is a graduate of the University of Washington with a Bachelors in History. A licensed CPA and EA, he joined Anomaly as a Sr. Tax Project Manager after cutting his teeth on both coasts with nationally-ranked firms in public accounting, tax relief, and private equity. His expertise is on tax-saving strategies involving real estate, loss harvesting, and passthrough entities. Whether you're a business owner or employed, he believes in getting your financial house in order so that your taxes are as low as possible.
Offline, he loves being with his wife and son. When not hiking, biking, skiing, or traveling, you'll find him with a small stack of books. His favorite subjects are theology, philosophy, history, and finance.
University of Washington - Bachelors in History
Licensed CPA and EA
Based in Pensacola, Florida, Blake brings over five years of expertise in tax compliance, consulting, and client-focused solutions. He has served as the primary point of contact for large client groups, delivering tailored advice and building long-lasting professional relationships. Blake's experience includes managing acquisition deals, conducting specialized tax research, and leading firm-wide presentations to enhance client outcomes. His dedication to understanding client needs and providing exceptional service has earned him the trust of organizations across various industries.
Outside of work, he enjoys reading, woodworking, and community service.
Bachelor's in Accounting from Florida State University
Master's in Accounting from the University of West Florida.
With a strong background in tax accounting and advisory services, Jennifer brings years of experience in preparing and reviewing individual and business tax returns, providing strategic tax consulting, and ensuring compliance with evolving tax regulations. Her career has spanned roles in both public accounting and corporate tax functions, equipping her with a deep understanding of tax planning, audits, and financial reporting. Jennifer holds a Master of Science and a Bachelor of Business Administration in Public Accounting from Monroe College, both earned with a 4.0 GPA. Additionally, she is a licensed Enrolled Agent, allowing her to represent taxpayers before the IRS. Jennifer’s expertise includes tax strategy implementation, client engagement, and process optimization to deliver high-quality tax solutions.
Passionate about helping individuals and businesses navigate complex tax matters, Jennifer is committed to proactive client communication and delivering innovative tax-saving strategies. Beyond her professional endeavors, she enjoys traveling, fashion, makeup, and spending quality time with her family.
Monroe College, Master of Science in Public Accounting
Monroe College, Bachelor of Business Administration in Public Accounting
Enrolled Agent (EA)
New York Public Notary
A South Carolina native, Carl began his accounting journey at The Citadel, earning degrees in both Accounting and Finance. He started in bookkeeping and tax preparation at a traditional firm, passed the CPA exams, and earned his Master’s in Professional Accountancy from Clemson University. After a stint in corporate tax at a regional firm, he joined Anomaly, where he now helps businesses uncover overlooked financial opportunities through strategic guidance and compliance support.
Carl is passionate about helping businesses optimize their financial strategies and uncover hidden opportunities for growth. Outside of work, he enjoys hitting the gym, hiking, and staying updated on financial and current events. Education
Bachelor’s in Accounting – The Citadel
Bachelor’s in Finance – The Citadel
Master’s of Professional Accountancy – Clemson University
Certifications
CPA (in progress) – [SC]
Fhrea has a diverse background in law, business, and finance, equipping her with the insight to help businesses navigate regulatory and operational challenges. She earned a double degree in Accountancy and Juris Doctor and is currently furthering her expertise by pursuing a Master of Laws (LL.M.). She is also a Certified Project Management Professional (PMP), bringing a structured and strategic approach to her work.
As a business owner herself, Fhrea understands firsthand the complexities of running and growing a business. She works with both domestic and international businesses, helping them navigate compliance requirements, streamline operations, and develop strategies that support long-term stability and growth. Outside of work, Fhrea enjoys traveling, experiencing new cultures, and discovering local gems. She finds inspiration in meeting people, trying different cuisines, and learning from diverse tradition
-Saint Louis University - Currently pursuing Master of Laws (LL.M.)
-Philippine Christian University- Juris Doctor
-GCT- B.S. Accountancy
-Lawyer - Philippines
John has been thriving in the Accounting and Finance industry for more than 13 years, providing meaningful experiences and top-notch service and output. He started as a Payroll Specialist and moved his way up to managing people. During his tenure in his first job, he received an opportunity to supervise a team of bookkeepers and build an Enterprise Department which is now the life-blood of the company. Currently, he is engaged more in providing end-to-end bookkeeping and consulting service for different types of businesses. Johns aims to provide nothing but excellent and value-added services to his clients.
John started loving accounting and his passion with numbers began when his uncle passed the CPA Exam in the Philippines and quickly turned my life around. He sent me to college and I was lucky enough to pass the CPA Exam as well as I wanted to be like him.
Clarissa, an experienced Accountancy graduate from The Systems Technology Institute in the Philippines, has over seven years of expertise in financial management across various industries. Specializing in financial process optimization, compliance, and reporting, she is committed to driving business growth through strong financial oversight. A career highlight includes traveling to the USA as part of a core team to document processes and create SOPs for a large manufacturing company, enhancing her skills in workflow optimization. A certified QuickBooks ProAdvisor and Xero Advisor, she focuses on full-charge bookkeeping and financial reporting, combining technical expertise with strategic insights to support businesses' financial health.
Outside of work, Clarissa enjoys coffee and traveling, always finding inspiration in new experiences and places.
The Systems Technology Institute, Philippines - Accountancy
Carizza graduated cum laude with a bachelor's degree in Accountancy from Southland College and is a Certified Public Accountant in the Philippines. After passing the board exam, she began her career at a local firm, where she honed her expertise in accounting, Philippine taxation, audit and consulting.
Before joining Anomaly CPA, Carizza worked as an accountant for a BPO company specializing in bookkeeping services for U.S. clients. This role provided her with valuable exposure to international accounting practices across various industries, including dental and medical, veterinary, restaurant, rental property, property management and construction. Beyond her professional life, Carizza is a devoted pet mom to her seven fur babies. She also has a passion for travel, whether exploring scenic beaches, indulging in new delicacies, or immersing herself in different cultures, both locally and abroad.
Facundo graduated as a Certified Public Accountant from the University of Tucumán, Argentina, in 2014. Since then, he has worked at various accounting firms, assisting small businesses with the preparation of their financial statements. Passionate about supporting business owners, Facundo strives to help them grow and reach their full potential by delivering accurate financial records that truly reflect the financial health of their businesses.
In addition to his expertise in accounting, Facundo is also a technology and programming enthusiast. He is passionate about developing automated processes to streamline routine accounting tasks, allowing for greater efficiency and enabling him to focus on providing even more value to his clients. Beyond his professional interests, Facundo loves to travel, explore new places, immerse himself in different cultures, and connect with people from all over the world. After a workday, he enjoys engaging in physical activities of all kinds, as well as spending quality time with friends and family.
- University of Tucumán - Accountancy
Maurice has more than 12 years of relevant experience working in various industries like accounting firms, business process outsourcing (BPO), telecommunications, insurance, shipping, the academe, and payment technology services, to name a few. His bookkeeping expertise and reliable communication skills are vital in providing quality service to clients and, in the process, building long-lasting relationships with them.
Born and raised in the Philippines, Maurice pursued Accountancy through the advice of his mother, who was an accountant herself. Working in the BPO industry for the majority of his career further honed his command of the English language. During weekends, he is active at his local Christian church as part of the worship team and as a connected group leader to young adults. In his spare time, he plays tennis, hangs out with his friends, and engages in social media.
- Polytechnic University of the Philippines - Manila, Bachelor of Science in Accountancy
Hillel earned a Bachelor of Science in Industrial Technology, majoring in Computer Technology, from Cebu Technological University but quickly developed a passion for finance and business operations. Starting as a Subject Matter Expert for accounting software, he transitioned into project management, helping small businesses optimize financial processes. As a Project Manager at an Austin-based accounting firm, he managed bookkeeping, payroll, reconciliations, and tax compliance for multiple clients. His ability to integrate technology with financial management enables him to deliver efficient, tailored solutions that drive business growth.
Hillel is dedicated to continuous learning, regularly pursuing training and certifications to stay ahead of industry trends. A passionate volunteer, he enjoys supporting educational initiatives while also challenging himself with chess and staying active through basketball. Guided by the motto, "Don’t chase success. Follow Excellence! Success will chase you," he strives for excellence in all he does, making a meaningful impact and building lasting relationships with clients and the community.
- Cebu Technological University - B.S. in Industrial Technology (Major in Computer Tech)
- Intuit QuickBooks Online/Payroll - Subject Matter Expert
- Project Manager/Bookkeeper - Austin Texas U.S.A.
Annette has 7 years of experience in sales, having worked in various roles throughout the sales cycle, from Business Development Representative (BDR) to Sales Manager Her extensive background has given her a deep understanding of client needs and the sales process, which she leverages to build strong, long-lasting relationships. Annette's passion for sales shines through in her dedication to helping grow the business and streamline the sales pipeline, ensuring efficient processes and successful outcomes.
Beyond her professional accomplishments, Annette is driven by a core passion for cultivating meaningful connections and delivering value to her clients.
Based in Mar del Plata, Argentina, Javier is a highly motivated and results-oriented accounting professional with extensive experience in the commercial field, including practical experience working with both IFRS in European contexts and US GAAP. His background includes leading projects, teams, and client relationships involving complex accounting matters such as business combinations and stock-based compensation. He has managed bookkeeping for numerous clients utilizing online accounting software and possesses experience in financial control, ensuring accurate records and supporting regulatory compliance.
Outside of work, Javier enjoys going to the beach whenever he gets the chance. He’s also working on getting better at playing the piano.
IAE - Data Analytics Postgraduate
UFASTA - Accountant Degree (Economics Science)
UFASTA - Accounting and BBA Specialist
Our team has been recognized for our impact
and services to clients:
2022 40 under 40 CPAs
2022 Top 10 Firms for Tech Award by AccountingToday
Nationwide2021 Concierge Accounting Firm of the Year
Certified Concierge Accountants2020 Top 4 National Finalist
Tax Planners of the Year - AICTC
2022 CPA Practice Advisor "40 Under 40" professionals who have emerged as leaders in the profession.
2020 AICTC Tax Planner of the Year National Finalist
2021 Concierge Accounting Firm of the Year
2022 Accounting Today Best Firms for Technology
With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.
